See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,810 | $81,900+6.0% | $119,609-27.4% | $68,494+26.7% |
| Participation rate | 85.1% | 71.9%+13.2pp | 79.3%+5.8pp | 67.9%+17.2pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $786 | $2,693-70.8% | $4,232-81.4% | $2,596-69.7% |
| Participant deferral / active EE | $5,386 | $4,148+29.9% | $5,602-3.9% | $4,027+33.7% |
| Admin fee / account holder | $2,321 | $6,582-64.7% | $10,323-77.5% | $5,403-57.0% |